Portfolio (Quarterly) Guide ↗

WISCONSIN CAPITAL MANAGEMENT LLC

· CIK 0000926833

13F Portfolio $182M AUM 51 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 9 Added 28 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ADSK	AUTODESK INC	Technology	15,659	$4.6M	2.34%	SOLD
2	CLBT	CELLEBRITE DI LTD	Technology	89,000	$1.6M	0.81%	SOLD
3	CLIP	GLOBAL X FDS	—	2,012	$201K	0.10%	SOLD
4	BGC	BGC GROUP INC	Financial Services	20,000	$179K	0.09%	SOLD

Sector Allocation

Technology 32.2%

Financial Services 16.9%

Industrials 13.7%

Consumer Cyclical 11.1%

Communication Services 9.1%

Healthcare 6.5%

Energy 6.3%

Consumer Defensive 3.8%

Utilities 0.5%